Saturday Special - The Uncertainty Era

Welcome to The Uncertainty Era

The world is entering a new macro phase. It’s a phase driven not by pandemic chaos but by economic policy, geopolitical tension, and structural volatility. In just the first few days of April 2025, the S&P 500 erased $5 trillion in value. Piling onto this, the U.S. Dollar is at record lows compared to both the Euro and the GBP (which is putting pressure on your boy!).

Cybersecurity may deal in 1s and 0s, but it's not immune to analog disruption. We’ve entered a new kind of downturn: one that’s self-inflicted, where uncertainty, not inflation, is the primary contagion.

We’ve seen this before during COVID-19:

• Layoffs

• Hiring freezes

• Procurement freezes

• Reactive spending shifts

• Difficulty forecasting roadmaps

• Hardware and infrastructure delays

That same pattern is emerging, except this time, it’s driven by policy, not a pandemic.

The cybersecurity industry won’t feel it like the last wave at first, but its customers already are. And when uncertainty hits at scale, it cascades:

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